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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (77302)6/11/2002 5:24:59 PM
From: Rich Scharf  Read Replies (1) | Respond to of 99280
 
Zeev,
Just one (silly) question. Why would you not abandon your OB's till after the nassacre, or at least till we get close to the end (End of June)?
Rich



To: Zeev Hed who wrote (77302)6/11/2002 5:34:37 PM
From: Earlie  Read Replies (1) | Respond to of 99280
 
Zeev:

As always, excellent comments and I fully agree with your assessment of the bio scene.

Aside from a token position in Vasogen, I am luckily clear of the carnage. Having been where you are many times in the past, I know just how uncomfortable it can be. That said, I intend to add to this puppy when the market starts noticing the babies flopping around on the ground that got tossed with the bathwater. (g)

Meantime, the Darth Vader society meetings (almost daily lately) continue to keep me from getting into trouble in the pool halls. While the wheelbarrow has been quite full lately, I will lighten up significantly as we move closer to option expiration. I can't believe there won't be at least some effort to nudge things up (given the max pain points) and I prefer the sidelines when I see a battle shaping up.

Best, Earlie